/ in the composer, pick one, and the text appears — variables filled in.
Create a macro
- Open Settings → Macros.
- Click New macro.
- Give it a short name (this is what you search for).
- Write the body — plain text with optional Markdown.
- Save.
Variables
You can reference dynamic values with{{...}}:
| Variable | Renders |
|---|---|
{{contact.first_name}} | Contact’s first name, or “there” if we don’t know it |
{{contact.name}} | Full name |
{{contact.email}} | Email address |
{{contact.company}} | Company name, if set |
{{agent.name}} | You, the replying teammate |
{{workspace.name}} | Your workspace name |
Inserting a macro
In any composer, type/ and start typing the macro name. Pick with arrow keys and Enter, or click. The body is inserted where your cursor is — you can still edit it before sending.
Use in flows
Macros can also be referenced from Message nodes in flows, so auto-replies stay consistent with what your team sends manually. See Messages & actions.Good macros
- are short — a paragraph, not a page
- address one intent (e.g. “we received your return”, not “returns FAQ”)
- use variables for anything that changes per contact
- read well with no edit — if you always tweak one, update the macro
Tips
- Keep macros under ~30. More than that and finding the right one is slower than typing.
- Use short, searchable names —
shipping-eu-delaybeatsShipping EU Delay Response Template (Updated). - Pair common macros with tags — e.g. when a macro is about returns, also add the
returnstag to the conversation so analytics pick it up.